A detailed history of Baystate Wealth Management LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Baystate Wealth Management LLC holds 851 shares of HEFA stock, worth $29,614. This represents 0.0% of its overall portfolio holdings.

Number of Shares
851
Previous 845 0.71%
Holding current value
$29,614
Previous $25,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$28.86 - $31.76 $173 - $190
6 Added 0.71%
851 $26,000
Q3 2023

Oct 25, 2023

SELL
$29.54 - $30.96 $9,718 - $10,185
-329 Reduced 28.02%
845 $25,000
Q2 2023

Sep 21, 2023

BUY
$29.32 - $31.08 $34,421 - $36,487
1,174 New
1,174 $36,000
Q4 2022

Jan 12, 2023

SELL
$27.0 - $34.09 $15,147 - $19,124
-561 Reduced 40.13%
837 $23,000
Q3 2022

Nov 10, 2022

BUY
$29.89 - $33.24 $19,308 - $21,473
646 Added 85.9%
1,398 $42,000
Q4 2021

Jan 21, 2022

BUY
$33.99 - $36.33 $203 - $217
6 Added 0.8%
752 $27,000
Q3 2021

Nov 05, 2021

BUY
$33.35 - $35.56 $133 - $142
4 Added 0.54%
746 $26,000
Q1 2021

Apr 21, 2021

BUY
$30.49 - $33.1 $22,623 - $24,560
742 New
742 $24,000
Q4 2020

Jan 15, 2021

SELL
$26.45 - $30.76 $27,693 - $32,205
-1,047 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$26.72 - $28.26 $27,975 - $29,588
1,047 New
1,047 $29,000
Q4 2018

Jan 24, 2019

SELL
$25.29 - $30.05 $10,116 - $12,020
-400 Closed
0 $0
Q3 2018

Oct 16, 2018

BUY
$28.75 - $30.09 $11,500 - $12,036
400 New
400 $11,000

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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